The below is the link which will take people to their report. Your Copilot will need to concatenate a link of three parts
Here is the link, with an example hash in it (be aware that the 22 before the uuid is not part of the the UUID)
<https://lookerstudio.google.com/u/0/reporting/ca059651-c801-44df-a150-fa3c95a31383/page/1xZU?params=%7B%22uuid%22:%229bf5a786-e4ba-4630-94c9-9c8d88146cbb%22%7D>
You should replace the vlookups on ‘CoPilot_id’ (Found on both ‘Activity’ and ‘Leads’) so it brings in a ‘uuid’ column which you will need to add to your clients table (dont change the column name from CoPilot_id for now though).
Your uuid rotator zap should run every week at 23:00 at night (the day is up to you, Sunday maybe?). To make this in zapier you can use the following in a ‘code by zapier’ action. Choose the ‘Run Javascript’ option within the action, then copy and paste the below code in and when the action runs it will will generate and output a hash
function uuidv4() {
return 'xxxxxxxx-xxxx-4xxx-yxxx-xxxxxxxxxxxx'.replace(/[xy]/g, function(c) {
var r = Math.random() * 16 | 0, v = c == 'x' ? r : (r & 0x3 | 0x8);
return v.toString(16);
});
}
return [{uuid: uuidv4()}];
You can use the process I have videoed here now and in the future if you want to manuually sync data to view results straight away (so you dont have to wait for the next 24 hour sync to happen): https://vimeo.com/1050949934/764bb4b87b?share=copy You can use this to test that the uuid system works
You need to sanity check the reports. I have done the best with the information I have but there is a chance that something is not displaying correctly. I would make a point of checking each of the dimensions/metrics shown on the reports and seeing if they line up with what you expect
Once you have done the above you can release the reports system to your clients but, as the code system is using vlookups, you will have to drag the copilot_ids down in order for it to show new data. My first recommendation below will mean you no longer have to do these manual tasks on the google sheet.